Experience

THE HOLT XCHANGE

• Canada
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Head of Investments (Venture Capital)

  • Jan 2022 - Present

  I manage Holt's end-to-end investment process as per Holt's strict internal investment mandate. Global Venture capital fund investing in early stage AI / blockchain tech startups (B2B SaaS business models) in fintech segments such as digital assets, proptech, wealthtech, insurtech, payments, digital banking, digital lending, Regtech, etc.

• Investment Lead (Venture Capital)

  • Feb 2020 - Jan 2022

  Holt is a global Venture Capital Fund with a portfolio growth program. Over 4 years, we have invested in 35 companies across 10+ countries. I lead the investment and portfolio management activities and also manage the global portfolio growth program. • Only FTE & wearing multiple hats: fund/business operations, AI tech & business product roadmaps, investment management, portfolio growth program, brand building, investor relations, fund-raising, etc. • Led the end-to-end investment… Show more Holt is a global Venture Capital Fund with a portfolio growth program. Over 4 years, we have invested in 35 companies across 10+ countries. I lead the investment and portfolio management activities and also manage the global portfolio growth program. • Only FTE & wearing multiple hats: fund/business operations, AI tech & business product roadmaps, investment management, portfolio growth program, brand building, investor relations, fund-raising, etc. • Led the end-to-end investment process: global scouting, screening, evaluation process, due-diligence, negotiation, legal term-sheets, cap table management and deal closure including follow-on investments • Set-up the firm’s investment evaluation & due-diligence process: qualitative and quantitative grading matrix, feedback process from global advisory network, dashboard for consolidated preview, etc. • Efficiently managed end-to-end business operations for the global portfolio growth program (100% digital) • Led the investment research and thesis for the fund-raising activities for the new fund launch • Mapped the product design and business process flows for various AI use-cases in venture capital Key Achievements • Successfully closed 16 tech investments in 7 countries after reviewing 1200+ start-ups across 95 countries • Positioned our firm’s value with 800+ outbound scouting calls and investment interviews across the globe • Successfully managed the portfolio growth program for 16 startups assisting on their product, sales, hiring and financing aspects and made business introductions to investors, product and business folks in the network • Spearheaded the preparation of the new Fund’s investment economics including operation model, drawdown schedules, investment allocation plan, follow-on, investor return analysis, LP return distribution, etc. • Expanded the network of partners including deal flow sources, global advisory network and service providers



Pentathlon Ventures

• India
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Principal, Fund Manager (Venture Capital - early-stage tech startups)

  • Mar 2018 - Oct 2019

  Pentathlon Ventures is a B2B SaaS focused VC Fund (formerly Alacrity India Fund - Wesley Clover, Canada) • Built a framework to rationally evaluate AI/ML startups, evaluated 700+ tech startups, presented investment recommendations to the investment committee, and secured 5 investment approvals • Built an automated sourcing and screening process to reduce internal turnaround time to 7 days• Managed Fund operations, sourced startups from multiple channels, managed the investment… Show more Pentathlon Ventures is a B2B SaaS focused VC Fund (formerly Alacrity India Fund - Wesley Clover, Canada) • Built a framework to rationally evaluate AI/ML startups, evaluated 700+ tech startups, presented investment recommendations to the investment committee, and secured 5 investment approvals • Built an automated sourcing and screening process to reduce internal turnaround time to 7 days• Managed Fund operations, sourced startups from multiple channels, managed the investment pipeline, and prepared detailed notes and deal summary for internal team meetings • Performed detailed due diligence including business analysis, unit economics, business plan feasibility, reference checks of company founders, interviewing customers, competitor analysis, valuation, etc. • Prepared and negotiated documents including term-sheets, shareholder agreements (SHA), etc. • Leveraged strong communication/presentation skills and spearheaded all stakeholder meetings including investment committee, portfolio review and fund operations review meetings • Assisted portfolio companies by defining key business metrics and building templates including MIS variance analysis, performance metrics tracker, thus ensuring focus on key metrics and action plan • Undertook official training on the startup Venture Builder/Incubation model in Alacrity France • Set-up the Incubator Model (entrepreneur-hunt, ideation, incubation) to build startups from scratch Show less Pentathlon Ventures is a B2B SaaS focused VC Fund (formerly Alacrity India Fund - Wesley Clover, Canada) • Built a framework to rationally evaluate AI/ML startups, evaluated 700+ tech startups, presented investment recommendations to the investment committee, and secured 5 investment approvals • Built an automated sourcing and screening process to reduce internal turnaround time to 7 days• Managed Fund operations, sourced startups from multiple channels, managed the investment… Show more Pentathlon Ventures is a B2B SaaS focused VC Fund (formerly Alacrity India Fund - Wesley Clover, Canada) • Built a framework to rationally evaluate AI/ML startups, evaluated 700+ tech startups, presented investment recommendations to the investment committee, and secured 5 investment approvals • Built an automated sourcing and screening process to reduce internal turnaround time to 7 days• Managed Fund operations, sourced startups from multiple channels, managed the investment pipeline, and prepared detailed notes and deal summary for internal team meetings • Performed detailed due diligence including business analysis, unit economics, business plan feasibility, reference checks of company founders, interviewing customers, competitor analysis, valuation, etc. • Prepared and negotiated documents including term-sheets, shareholder agreements (SHA), etc. • Leveraged strong communication/presentation skills and spearheaded all stakeholder meetings including investment committee, portfolio review and fund operations review meetings • Assisted portfolio companies by defining key business metrics and building templates including MIS variance analysis, performance metrics tracker, thus ensuring focus on key metrics and action plan • Undertook official training on the startup Venture Builder/Incubation model in Alacrity France • Set-up the Incubator Model (entrepreneur-hunt, ideation, incubation) to build startups from scratch Show less



IIFL Wealth

• India
• Financial Services
• 700 & Above Employee

• Associate Vice President - Investment Banking

  • Sep 2017 - Mar 2018

  • BFSI (Housing Finance): Analyzed the mortgage finance sector landscape, profiled companies on performance metrics and advised one of India’s Top 5 business conglomerates to acquire a USD 42Mn housing finance company • BFSI (Micro-finance): Executed the capital raise (sell-side) for a client from a private equity fund • BFSI/FinTech: Growth strategy for a leading insurance distribution player using technology for lead management, customer acquisition and retention via data… Show more • BFSI (Housing Finance): Analyzed the mortgage finance sector landscape, profiled companies on performance metrics and advised one of India’s Top 5 business conglomerates to acquire a USD 42Mn housing finance company • BFSI (Micro-finance): Executed the capital raise (sell-side) for a client from a private equity fund • BFSI/FinTech: Growth strategy for a leading insurance distribution player using technology for lead management, customer acquisition and retention via data analytics • HealthTech: Investment research/rationale including analysis of overall industry, tech-enabled pharmacy business models (including O2O hybrid models), unit economics, use of technology to acquire and retain customers via data analytics, valuation and financial modeling • Food & Beverage: Investment research/rationale including analysis of the overall industry, value chain (procurement, production, and distribution), competition mapping, business strategy, financial metrics, valuation, and financial modeling • Prepared a proposal for setting-up a Fund with hybrid capital structure, aimed at PM Modi’s vision of Financial Inclusion

• Senior Manager - Investment Banking

  • Aug 2016 - Aug 2017

  Business development, client management (CXO-level), industry research, competition benchmarking / mapping, business plan / business strategy, financial analysis, due diligence, financial modeling, valuation (DCF, trading, transaction), sensitivity analysis, exit IRR, pitch books



Axis Capital Ltd.

• India
• Investment Banking
• 200 - 300 Employee

• Manager - Investment Banking

  • May 2015 - Jul 2016

  • Industry research, competition benchmarking / mapping, business analysis, financial analysis, due diligence, build financial model, valuation (DCF, trading, transaction), sensitivity analysis, exit IRR analysis, pitch books, client interaction (CXO-level) Deals Completed: • BFIS: $145 Mn sale of Au Housing Finance to private equity players Partners Group and Kedaara Capital • BFSI: $1,600 Mn QIP (NCD + Warrants) for India’s largest housing finance company, HDFC • BFSI: $335… Show more • Industry research, competition benchmarking / mapping, business analysis, financial analysis, due diligence, build financial model, valuation (DCF, trading, transaction), sensitivity analysis, exit IRR analysis, pitch books, client interaction (CXO-level) Deals Completed: • BFIS: $145 Mn sale of Au Housing Finance to private equity players Partners Group and Kedaara Capital • BFSI: $1,600 Mn QIP (NCD + Warrants) for India’s largest housing finance company, HDFC • BFSI: $335 Mn IPO of Equitas, India’s most product diversified micro-finance institution (small finance bank) (subscribed 17x) • HealthCare: $94 Mn IPO of Narayana Health, a private healthcare services company in affordable healthcare segment (subscribed 9x) • BFSI: $185 Mn Pre-IPO & IPO of Ujjivan, India’s most geographically diversified micro-finance institution (small finance bank) (subscribed 41x) Show less • Industry research, competition benchmarking / mapping, business analysis, financial analysis, due diligence, build financial model, valuation (DCF, trading, transaction), sensitivity analysis, exit IRR analysis, pitch books, client interaction (CXO-level) Deals Completed: • BFIS: $145 Mn sale of Au Housing Finance to private equity players Partners Group and Kedaara Capital • BFSI: $1,600 Mn QIP (NCD + Warrants) for India’s largest housing finance company, HDFC • BFSI: $335… Show more • Industry research, competition benchmarking / mapping, business analysis, financial analysis, due diligence, build financial model, valuation (DCF, trading, transaction), sensitivity analysis, exit IRR analysis, pitch books, client interaction (CXO-level) Deals Completed: • BFIS: $145 Mn sale of Au Housing Finance to private equity players Partners Group and Kedaara Capital • BFSI: $1,600 Mn QIP (NCD + Warrants) for India’s largest housing finance company, HDFC • BFSI: $335 Mn IPO of Equitas, India’s most product diversified micro-finance institution (small finance bank) (subscribed 17x) • HealthCare: $94 Mn IPO of Narayana Health, a private healthcare services company in affordable healthcare segment (subscribed 9x) • BFSI: $185 Mn Pre-IPO & IPO of Ujjivan, India’s most geographically diversified micro-finance institution (small finance bank) (subscribed 41x) Show less



Nomura

• Financial Services
• 700 & Above Employee

• Analyst - Investment Banking

  • Jun 2014 - May 2015

  >Experience in conducting industry analysis, exploring business opportunities (M&A) for clients, analysing the business divisions for balance sheet stress, improving the top-line and bottom-line and business restructuring >Created pitch books involving industry research, client profiling, valuations, strategic alternatives, M&A scenarios, etc. >Hands on experience in FactSet, Thomson Reuters, CapitalIQ, Bloomberg >Attended Nomura’s training on investment banking: theory… Show more >Experience in conducting industry analysis, exploring business opportunities (M&A) for clients, analysing the business divisions for balance sheet stress, improving the top-line and bottom-line and business restructuring >Created pitch books involving industry research, client profiling, valuations, strategic alternatives, M&A scenarios, etc. >Hands on experience in FactSet, Thomson Reuters, CapitalIQ, Bloomberg >Attended Nomura’s training on investment banking: theory coupled with practical sessions Show less >Experience in conducting industry analysis, exploring business opportunities (M&A) for clients, analysing the business divisions for balance sheet stress, improving the top-line and bottom-line and business restructuring >Created pitch books involving industry research, client profiling, valuations, strategic alternatives, M&A scenarios, etc. >Hands on experience in FactSet, Thomson Reuters, CapitalIQ, Bloomberg >Attended Nomura’s training on investment banking: theory… Show more >Experience in conducting industry analysis, exploring business opportunities (M&A) for clients, analysing the business divisions for balance sheet stress, improving the top-line and bottom-line and business restructuring >Created pitch books involving industry research, client profiling, valuations, strategic alternatives, M&A scenarios, etc. >Hands on experience in FactSet, Thomson Reuters, CapitalIQ, Bloomberg >Attended Nomura’s training on investment banking: theory coupled with practical sessions Show less



CRISIL Limited

• India
• Financial Services
• 700 & Above Employee

• Summer Intern @ CRISIL, A Standard & Poor’s Company (Rating Division)

  • Apr 2013 - Jun 2013

  Credit Rating Process • Live Experience of the Crisil rating process for the bank loans taken by various listed/unlisted companies, with emphasis on financial indicators and business performance to check the ability of these companies to service their debt obligations • Studied the implications of Bank Loan Rating to corporates and compliance with Basel II banking accord Sectorial analysis of the Leather Industry in India • Studied the Leather industry in India • Analysed… Show more Credit Rating Process • Live Experience of the Crisil rating process for the bank loans taken by various listed/unlisted companies, with emphasis on financial indicators and business performance to check the ability of these companies to service their debt obligations • Studied the implications of Bank Loan Rating to corporates and compliance with Basel II banking accord Sectorial analysis of the Leather Industry in India • Studied the Leather industry in India • Analysed the export trends across the different sub-segments, across different countries over the last 6 years • Studied the impact of Euro Zone crisis and Rupee depreciation on the export oriented leather industry Company analysis of top players in the leather sector • Developed a strategic business model to analyse approximately 25,000 SMEs across 35 sectors • Profiled and analysed the companies in the Leather Industry across 15 performance parameters – Gearing ratio, Interest coverage Ratio, Cash conversion cycle, Net Cash Accruals/Total Debt, ROCE, etc. • Constructed a peer comparison model to arrive at the top 10 companies in the sector • Performed subjective (Product line, Customer profile, Geographical exposure, etc.) and objective (financial comparison) analysis of the top 10 companies to arrive at the top 5 companies in the Leather sector Show less Credit Rating Process • Live Experience of the Crisil rating process for the bank loans taken by various listed/unlisted companies, with emphasis on financial indicators and business performance to check the ability of these companies to service their debt obligations • Studied the implications of Bank Loan Rating to corporates and compliance with Basel II banking accord Sectorial analysis of the Leather Industry in India • Studied the Leather industry in India • Analysed… Show more Credit Rating Process • Live Experience of the Crisil rating process for the bank loans taken by various listed/unlisted companies, with emphasis on financial indicators and business performance to check the ability of these companies to service their debt obligations • Studied the implications of Bank Loan Rating to corporates and compliance with Basel II banking accord Sectorial analysis of the Leather Industry in India • Studied the Leather industry in India • Analysed the export trends across the different sub-segments, across different countries over the last 6 years • Studied the impact of Euro Zone crisis and Rupee depreciation on the export oriented leather industry Company analysis of top players in the leather sector • Developed a strategic business model to analyse approximately 25,000 SMEs across 35 sectors • Profiled and analysed the companies in the Leather Industry across 15 performance parameters – Gearing ratio, Interest coverage Ratio, Cash conversion cycle, Net Cash Accruals/Total Debt, ROCE, etc. • Constructed a peer comparison model to arrive at the top 10 companies in the sector • Performed subjective (Product line, Customer profile, Geographical exposure, etc.) and objective (financial comparison) analysis of the top 10 companies to arrive at the top 5 companies in the Leather sector Show less



IBM

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• SAP BI

  • Jun 2010 - May 2012

  • Worked as an SAP Business Intelligence (ERP) consultant • SHELL client - SPOC for SAP BI interfaces – managed and assisted the offshore and onshore interface and process monitoring teams • Responsible for managing critical month end business submissions and round the clock resolution of business issues from SAP BI perspective • Communication focal point for the IBM SAP BI team. POC for all mail communications to the client regarding business operations • Business Value Addition -… Show more • Worked as an SAP Business Intelligence (ERP) consultant • SHELL client - SPOC for SAP BI interfaces – managed and assisted the offshore and onshore interface and process monitoring teams • Responsible for managing critical month end business submissions and round the clock resolution of business issues from SAP BI perspective • Communication focal point for the IBM SAP BI team. POC for all mail communications to the client regarding business operations • Business Value Addition - Initiated and implemented complete automation for the business critical interfaces • Conceptualised and documented the in-depth working of various interfaces for future reference Show less • Worked as an SAP Business Intelligence (ERP) consultant • SHELL client - SPOC for SAP BI interfaces – managed and assisted the offshore and onshore interface and process monitoring teams • Responsible for managing critical month end business submissions and round the clock resolution of business issues from SAP BI perspective • Communication focal point for the IBM SAP BI team. POC for all mail communications to the client regarding business operations • Business Value Addition -… Show more • Worked as an SAP Business Intelligence (ERP) consultant • SHELL client - SPOC for SAP BI interfaces – managed and assisted the offshore and onshore interface and process monitoring teams • Responsible for managing critical month end business submissions and round the clock resolution of business issues from SAP BI perspective • Communication focal point for the IBM SAP BI team. POC for all mail communications to the client regarding business operations • Business Value Addition - Initiated and implemented complete automation for the business critical interfaces • Conceptualised and documented the in-depth working of various interfaces for future reference Show less



NXP acquires Freescale Semiconductor

• Noida Area, India

• Summer Internship

  • Jan 2010 - Apr 2010